It’s Easy to Get Started

Our process for determining how we can help your company is similar to the process you’ve experienced in the past. First, we meet with you to gather information about your company, its history and your current needs/priorities.

In order to develop a proposal for you, we need the following types of information from you:

• Official name of the employer
• Location of the group
• Desired effective date of coverage
• Quote due date (date due to you)
• Current, readable census
• If the employer has multiple locations, include the number of employees in each location with corresponding zip code
• Type of industry (SIC code)
• Schedule of the current benefits and requested benefits, if different
• Monthly claims

Shock claims in excess of 50% of the current specific deductible/pooling point.

• If a PPO Network is being used, what network? If multiple networks, please indicate by location.
• What commission level is requested, if any?
• Can we show you a group life insurance quote?
• Is the group currently self-funded?
• Current and/or renewal rates (whether fully insured or self-funded)

After we get your data, we get back to you in about a week or two and meet with you to review it. It’s really that easy.

Also, if you have a broker or consultant, we are happy to work with them during the process.